What they would like to see, as you can see in my screenshots below, is to be able to add text in the success plan description box, for example. Any thoughts on this?
Make Success Plans more Template-friendly
+5I have a customer who would like to be able to insert text in the description blocks within a success plan template. Use case is that they used to do their version of success plans from a Google Doc in which they would have free text for some fields as a guideline for how to handle a customer.
What they would like to see, as you can see in my screenshots below, is to be able to add text in the success plan description box, for example. Any thoughts on this?
What they would like to see, as you can see in my screenshots below, is to be able to add text in the success plan description box, for example. Any thoughts on this?
Hi Spencer,
Is this similar to adding a default value or a tool-tip? If the CSM does not update text in say description box, then would you like us to save it or consider it just a tooltip?
Thanks,
Nitisha
Is this similar to adding a default value or a tool-tip? If the CSM does not update text in say description box, then would you like us to save it or consider it just a tooltip?
Thanks,
Nitisha
+5Hi Nitisha, that's a great idea and would work well
+5I second this idea! It would be great to pre-configure success plans more.
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